Investment Q&A

• WSP Global Inc. (WSP $244.45)
  • $244.45 P/E (TTM): 36.7X Cap: $31.92B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Toromont Industries Ltd. (TIH $163.41)
  • $163.41 P/E (TTM): 27.2X Cap: $13.29B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG

Q: Hi,

Can I have your three top picks for industrials.

Thanks,
Robert

Upvote 12

Read Answer Asked by Robert on September 15, 2025

• Caterpillar Inc. (CAT $575.76)
  • $575.76 P/E (TTM): 29.48X Cap: $269.44B
  • View CAT Profile
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• Deere & Company (DE $464.49)
  • $464.49 P/E (TTM): 24.54X Cap: $125.56B
  • View DE Profile
  • View Questions on DE
• Union Pacific Corporation (UNP $231.83)
  • $231.83 P/E (TTM): 19.6X Cap: $137.51B
  • View UNP Profile
  • View Questions on UNP
• Canadian Pacific Kansas City Limited (CP $101.23)
  • $101.23 P/E (TTM): 21.97X Cap: $91.19B
  • View CP Profile
  • View Questions on CP
• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG
• Axon Enterprise Inc. (AXON $540.14)
  • $540.14 P/E (TTM): 169.05X Cap: $42.62B
  • View AXON Profile
  • View Questions on AXON
• Comfort Systems USA Inc. (FIX $976.94)
  • $976.94 P/E (TTM): 41.12X Cap: $34.45B
  • View FIX Profile
  • View Questions on FIX
• Old Dominion Freight Line Inc. (ODFL $135.29)
  • $135.29 P/E (TTM): 27.14X Cap: $28.20B
  • View ODFL Profile
  • View Questions on ODFL
• Heico Corporation (HEI $316.91)
  • $316.91 P/E (TTM): 69.19X Cap: $44.11B
  • View HEI Profile
  • View Questions on HEI
• L3Harris Technologies Inc. (LHX $278.69)
  • $278.69 P/E (TTM): 29.66X Cap: $52.12B
  • View LHX Profile
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• Vertiv Holdings LLC Class A (VRT $179.73)
  • $179.73 P/E (TTM): 64.91X Cap: $68.63B
  • View VRT Profile
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• RTX Corporation (RTX $174.91)
  • $174.91 P/E (TTM): 35.56X Cap: $234.12B
  • View RTX Profile
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• Rocket Lab Corporation (RKLB $42.14)
  • $42.14 Cap: $22.50B
  • View RKLB Profile
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Q: I hold partial positions in listed stocks. I would like to reduce and have a more concentrated sector holdings. Please advise those that can be dropped in favour of increasing the remainder and adding XLI for larger industrials. Could you rank with weights. What sector weight would you advise for total US and Cdn industrials? Thanks
My last question about ranking my industrial sector holdings, I omitted to add HEI and TDG. Hope you could add to your reply. THx

Upvote 6

Read Answer Asked by sam on July 28, 2025

• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG
• Heico Corporation (HEI $316.91)
  • $316.91 P/E (TTM): 69.19X Cap: $44.11B
  • View HEI Profile
  • View Questions on HEI
• Loar Holdings Inc. (LOAR $68.45)
  • $68.45 P/E (TTM): 104.62X Cap: $6.11B
  • View LOAR Profile
  • View Questions on LOAR

Q: Thoughts on these aerospace companies? TDG and HEI have been great compounders over long term and LOAR is a fairly newcomer. Can you compare the fundamentals against each other and if you wanted to buy now, how would you rank them? LOAR has higher growth potential but valuation is higher too. Thanks!

Upvote 2

Read Answer Asked by Keith on July 28, 2025

• Republic Services Inc. (RSG $217.06)
  • $217.06 P/E (TTM): 32.35X Cap: $67.19B
  • View RSG Profile
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• United Rentals Inc. (URI $815.18)
  • $815.18 P/E (TTM): 20.99X Cap: $52.44B
  • View URI Profile
  • View Questions on URI
• Canadian National Railway Company (CNR $133.83)
  • $133.83 P/E (TTM): 17.89X Cap: $82.37B
  • View CNR Profile
  • View Questions on CNR
• Canadian Pacific Kansas City Limited (CP $101.23)
  • $101.23 P/E (TTM): 21.97X Cap: $91.19B
  • View CP Profile
  • View Questions on CP
• WSP Global Inc. (WSP $244.45)
  • $244.45 P/E (TTM): 36.7X Cap: $31.92B
  • View WSP Profile
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  • View Reports on WSP
• Stantec Inc. (STN $134.39)
  • $134.39 P/E (TTM): 32.12X Cap: $15.32B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG
• Axon Enterprise Inc. (AXON $540.14)
  • $540.14 P/E (TTM): 169.05X Cap: $42.62B
  • View AXON Profile
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• GFL Environmental Inc. subordinate voting shares (GFL $63.58)
  • $63.58 Cap: $22.83B
  • View GFL Profile
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• Trane Technologies plc (TT $421.48)
  • $421.48 P/E (TTM): 32.3X Cap: $93.45B
  • View TT Profile
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Q: Which industrials in Canada and US are worth buying at the moment?

Upvote 15

Read Answer Asked by Peter on July 14, 2025

• United Rentals Inc. (URI $815.18)
  • $815.18 P/E (TTM): 20.99X Cap: $52.44B
  • View URI Profile
  • View Questions on URI
• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG
• Axon Enterprise Inc. (AXON $540.14)
  • $540.14 P/E (TTM): 169.05X Cap: $42.62B
  • View AXON Profile
  • View Questions on AXON
• Construction Partners Inc. (ROAD $109.00)
  • $109.00 P/E (TTM): 59.56X Cap: $6.16B
  • View ROAD Profile
  • View Questions on ROAD
• Vertiv Holdings LLC Class A (VRT $179.73)
  • $179.73 P/E (TTM): 64.91X Cap: $68.63B
  • View VRT Profile
  • View Questions on VRT
• Carrier Global Corporation (CARR $54.88)
  • $54.88 P/E (TTM): 32.12X Cap: $46.22B
  • View CARR Profile
  • View Questions on CARR

Q: Hi Everyone,

Can I ask your favourite (3-5 names) US Industrials names right now and a brief statement why? I'm not concerned about the tariffs or recession possibility, but rather wondering what do you see as some great opportunities right now that have serious potential beyond the current situation.

VRT is my only US "Industrial" at present.

Thank you!

Upvote 14

Read Answer Asked by Stefan on May 16, 2025

• GE Aerospace (GE $298.45)
  • $298.45 P/E (TTM): 39.6X Cap: $316.48B
  • View GE Profile
  • View Questions on GE
• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG
• Heico Corporation (HEI $316.91)
  • $316.91 P/E (TTM): 69.19X Cap: $44.11B
  • View HEI Profile
  • View Questions on HEI
• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 57.64X
  • View HWM.W Profile
  • View Questions on HWM.W

Q: I'm long GE and am looking to add to the Aero & Defense sector. Could you recommend 3 companies in order with preferred entry prices that could compliment my position in GE? Thank You.

Upvote 2

Read Answer Asked by Michael on February 24, 2025

• Intuitive Surgical Inc. (ISRG $573.48)
  • $573.48 P/E (TTM): 75.86X Cap: $205.57B
  • View ISRG Profile
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• Dollarama Inc. (DOL $199.95)
  • $199.95 P/E (TTM): 44.79X Cap: $55.26B
  • View DOL Profile
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• Celestica Inc. (CLS $480.11)
  • $480.11 P/E (TTM): 55.82X Cap: $55.23B
  • View CLS Profile
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• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG
• Axon Enterprise Inc. (AXON $540.14)
  • $540.14 P/E (TTM): 169.05X Cap: $42.62B
  • View AXON Profile
  • View Questions on AXON
• Berkshire Hathaway Inc. (BRK.B $513.81)
  • $513.81 P/E (TTM): 17.52X Cap: $1.10T
  • View BRK.B Profile
  • View Questions on BRK.B
• Heico Corporation (HEI $316.91)
  • $316.91 P/E (TTM): 69.19X Cap: $44.11B
  • View HEI Profile
  • View Questions on HEI

Q: Please rank the following from best to worst for a long term hold. Thanks

Upvote 14

Read Answer Asked by Ben on January 13, 2025

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $232.09)
  • $232.09 P/E (TTM): 43.9X Cap: $22.79B
  • View BBD.B Profile
  • View Questions on BBD.B
• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG
• Axon Enterprise Inc. (AXON $540.14)
  • $540.14 P/E (TTM): 169.05X Cap: $42.62B
  • View AXON Profile
  • View Questions on AXON
• Heico Corporation (HEI $316.91)
  • $316.91 P/E (TTM): 69.19X Cap: $44.11B
  • View HEI Profile
  • View Questions on HEI
• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 57.64X
  • View HWM.W Profile
  • View Questions on HWM.W

Q: Hi. 5I
Could you please comment on BBD.B current value and investible position
now after a recent pullback. looking out 3-5 years.
Thanks for your splendid service.
Cal

Upvote 2

Read Answer Asked by cal on November 29, 2024

• GE Aerospace (GE $298.45)
  • $298.45 P/E (TTM): 39.6X Cap: $316.48B
  • View GE Profile
  • View Questions on GE
• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG
• Heico Corporation (HEI $316.91)
  • $316.91 P/E (TTM): 69.19X Cap: $44.11B
  • View HEI Profile
  • View Questions on HEI
• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 57.64X
  • View HWM.W Profile
  • View Questions on HWM.W
• Loar Holdings Inc. (LOAR $68.45)
  • $68.45 P/E (TTM): 104.62X Cap: $6.11B
  • View LOAR Profile
  • View Questions on LOAR

Q: What would be your top 3 buys in the Aerospace & Defense sector and why? Or would you just go with an ETF like XAR/PPA/ITA? Thanks!

Upvote 3

Read Answer Asked by Michael on October 29, 2024

• Fastenal Company (FAST $40.40)
  • $40.40 P/E (TTM): 37.84X Cap: $46.38B
  • View FAST Profile
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• Paychex Inc. (PAYX $111.69)
  • $111.69 P/E (TTM): 24.98X Cap: $40.19B
  • View PAYX Profile
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• Tractor Supply Company (TSCO $54.78)
  • $54.78 P/E (TTM): 26.28X Cap: $28.94B
  • View TSCO Profile
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• AbbVie Inc. (ABBV $227.70)
  • $227.70 P/E (TTM): 108.93X Cap: $402.43B
  • View ABBV Profile
  • View Questions on ABBV
• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG
• Ares Management Corporation Class A (ARES $156.85)
  • $156.85 P/E (TTM): 66.5X Cap: $51.26B
  • View ARES Profile
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Q: Have about $18.0 K U.S. that I would like to put to work for 30 to 40 months. Would appreciate suggestions - ETF or individual security. Sector not too relevant although, like most Cdn, investors, I am overweight financlals and resources. Keeping the funds in U.S., a mix of capital appreciation and reinvested dividends would be nice. Thanks for all the 5i Team do and a shout out to all the members whose thoughtful questions have helped me in recent years.

Upvote 5

Read Answer Asked by Bill on October 07, 2024

• Booking Holdings Inc. (BKNG $4,914.69)
  • $4,914.69 P/E (TTM): 32.0X Cap: $158.41B
  • View BKNG Profile
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• Eli Lilly and Company (LLY $1,075.47)
  • $1,075.47 P/E (TTM): 54.03X Cap: $1.01T
  • View LLY Profile
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• Dollarama Inc. (DOL $199.95)
  • $199.95 P/E (TTM): 44.79X Cap: $55.26B
  • View DOL Profile
  • View Questions on DOL
• Toromont Industries Ltd. (TIH $163.41)
  • $163.41 P/E (TTM): 27.2X Cap: $13.29B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• TerraVest Industries Inc. (TVK $126.88)
  • $126.88 Cap: $2.75B
  • View TVK Profile
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  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.43)
  • $173.43 P/E (TTM): 25.48X Cap: $2.06B
  • View HPS.A Profile
  • View Questions on HPS.A
• Rollins Inc. (ROL $61.48)
  • $61.48 P/E (TTM): 57.48X Cap: $29.79B
  • View ROL Profile
  • View Questions on ROL
• Fair Isaac Corporation (FICO $1,805.83)
  • $1,805.83 P/E (TTM): 68.02X Cap: $42.81B
  • View FICO Profile
  • View Questions on FICO
• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG
• Axon Enterprise Inc. (AXON $540.14)
  • $540.14 P/E (TTM): 169.05X Cap: $42.62B
  • View AXON Profile
  • View Questions on AXON
• Arthur J. Gallagher & Co. (AJG $247.62)
  • $247.62 P/E (TTM): 39.7X Cap: $63.58B
  • View AJG Profile
  • View Questions on AJG
• Brown & Brown Inc. (BRO $80.43)
  • $80.43 P/E (TTM): 24.09X Cap: $27.46B
  • View BRO Profile
  • View Questions on BRO
• Heico Corporation (HEI $316.91)
  • $316.91 P/E (TTM): 69.19X Cap: $44.11B
  • View HEI Profile
  • View Questions on HEI
• Propel Holdings Inc. (PRL $25.11)
  • $25.11 P/E (TTM): 11.54X Cap: $988M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Please rank the top 10 stocks from list above above for a long term hold. Thanks

Upvote 20

Read Answer Asked by Ben on September 22, 2024

• GE Aerospace (GE $298.45)
  • $298.45 P/E (TTM): 39.6X Cap: $316.48B
  • View GE Profile
  • View Questions on GE
• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG
• Heico Corporation (HEI $316.91)
  • $316.91 P/E (TTM): 69.19X Cap: $44.11B
  • View HEI Profile
  • View Questions on HEI
• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 57.64X
  • View HWM.W Profile
  • View Questions on HWM.W

Q: Nice earnings from Howmet Aerospace Inc and looks to be a great stock since COVID decline.

Can I get your updated views on this company and compare/contrast to Heico, TransDigm, GE Aerospace and 1 other NA listed competitor I am missing (BOEING)

Please rank from best to worse for a 5 year hold risk not an issue looking for largest gains based on best guess of course.

What 2 main financial metrics would you look at for these specific companies ?

It seems the standard symbol for Howmet Aerospace Inc. (HWM) is not showing and only 2 questions under the symbol with Ex-Distribution - FYI

Upvote 2

Read Answer Asked by Michael on August 02, 2024

• Canadian National Railway Company (CNR $133.83)
  • $133.83 P/E (TTM): 17.89X Cap: $82.37B
  • View CNR Profile
  • View Questions on CNR
• WSP Global Inc. (WSP $244.45)
  • $244.45 P/E (TTM): 36.7X Cap: $31.92B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Toromont Industries Ltd. (TIH $163.41)
  • $163.41 P/E (TTM): 27.2X Cap: $13.29B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• TFI International Inc. (TFII $121.87)
  • $121.87 P/E (TTM): 22.78X Cap: $10.02B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $173.43)
  • $173.43 P/E (TTM): 25.48X Cap: $2.06B
  • View HPS.A Profile
  • View Questions on HPS.A
• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG
• Old Dominion Freight Line Inc. (ODFL $135.29)
  • $135.29 P/E (TTM): 27.14X Cap: $28.20B
  • View ODFL Profile
  • View Questions on ODFL
• Heico Corporation (HEI $316.91)
  • $316.91 P/E (TTM): 69.19X Cap: $44.11B
  • View HEI Profile
  • View Questions on HEI
• Boyd Group Services Inc. (BYD $234.19)
  • $234.19 P/E (TTM): 225.8X Cap: $6.51B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Portfolio analyzer says I need more industrials. I already have a 3-4% position in CNR. What other names in industrial would you suggest and their price points for entry please? can be both US and CA.

Upvote 23

Read Answer Asked by Anh on June 27, 2024

• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG
• Heico Corporation (HEI $316.91)
  • $316.91 P/E (TTM): 69.19X Cap: $44.11B
  • View HEI Profile
  • View Questions on HEI

Q: looking through your past answers (suggestions) i selected these two.
which one would you favor at this point? why?

Upvote 3

Read Answer Asked by JR on May 28, 2024

• XPEL Inc. (XPEL $46.48)
  • $46.48 P/E (TTM): 27.72X Cap: $1.28B
  • View XPEL Profile
  • View Questions on XPEL
• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG
• Arch Capital Group Ltd. (ACGL $93.92)
  • $93.92 P/E (TTM): 8.79X Cap: $34.05B
  • View ACGL Profile
  • View Questions on ACGL
• Tyler Technologies Inc. (TYL $469.62)
  • $469.62 P/E (TTM): 64.9X Cap: $20.04B
  • View TYL Profile
  • View Questions on TYL
• Brown & Brown Inc. (BRO $80.43)
  • $80.43 P/E (TTM): 24.09X Cap: $27.46B
  • View BRO Profile
  • View Questions on BRO
• Heico Corporation (HEI $316.91)
  • $316.91 P/E (TTM): 69.19X Cap: $44.11B
  • View HEI Profile
  • View Questions on HEI

Q: In your answer to Judith today, you identified four outstanding Canadian stocks that may develop, over time, to be as good as LMN. Could you identify 4-5 US stocks that have similar characteristics?

Upvote 14

Read Answer Asked by Greg on April 25, 2024

• Roper Technologies Inc. (ROP $446.22)
  • $446.22 P/E (TTM): 30.72X Cap: $48.02B
  • View ROP Profile
  • View Questions on ROP
• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 77.71X Cap: $71.67B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG
• Tyler Technologies Inc. (TYL $469.62)
  • $469.62 P/E (TTM): 64.9X Cap: $20.04B
  • View TYL Profile
  • View Questions on TYL
• Heico Corporation (HEI $316.91)
  • $316.91 P/E (TTM): 69.19X Cap: $44.11B
  • View HEI Profile
  • View Questions on HEI
• Topicus.com Inc. (TOI $131.57)
  • $131.57 P/E (TTM): 1065.55X Cap: $10.67B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $31.30)
  • $31.30 P/E (TTM): 116.11X Cap: $8.03B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: In watching BNN the other night, in talking about Constellation Software, Brian Madden mentioned that his fund has recently bought into what they view as a US based equivalent company. Unfortunately, much to my disappointment, he didn't mention who the company was. This did get me to wondering what (if any), US based companies you would recommend that are Constellation Software like and would he have perhaps have been referring to LMN?
Thank you again for the fabulous service!
Mike

Upvote 15

Read Answer Asked by Mike on April 15, 2024

• GE Aerospace (GE $298.45)
  • $298.45 P/E (TTM): 39.6X Cap: $316.48B
  • View GE Profile
  • View Questions on GE
• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
  • View Questions on TDG
• Heico Corporation (HEI $316.91)
  • $316.91 P/E (TTM): 69.19X Cap: $44.11B
  • View HEI Profile
  • View Questions on HEI

Q: Aerospace service, repairs, parts and maintenance for existing airline fleets is a likely growth area for many years as the ability of airplane manufacturers to satisfy market needs is hampered. Can you offer 3 or 4 of the larger companies in this area likely to benefit from this growth, provide some direction as to current valuation, level of debt, insider ownership, share buyback activity and provide a single recommendation that is your pick for best of breed in this area. Finally would you buy that pick at the current share price for a 3 year hold. Love the question and looking forward to your answer!!! Thank you.

Upvote 2

Read Answer Asked by Ken on April 02, 2024

• Deere & Company (DE $464.49)
  • $464.49 P/E (TTM): 24.54X Cap: $125.56B
  • View DE Profile
  • View Questions on DE
• GE Aerospace (GE $298.45)
  • $298.45 P/E (TTM): 39.6X Cap: $316.48B
  • View GE Profile
  • View Questions on GE
• Union Pacific Corporation (UNP $231.83)
  • $231.83 P/E (TTM): 19.6X Cap: $137.51B
  • View UNP Profile
  • View Questions on UNP
• Waste Management Inc. (WM $217.87)
  • $217.87 P/E (TTM): 34.17X Cap: $87.77B
  • View WM Profile
  • View Questions on WM
• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
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• Old Dominion Freight Line Inc. (ODFL $135.29)
  • $135.29 P/E (TTM): 27.14X Cap: $28.20B
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Q: Which US industrials represent the best combo of dividends and growth potential? Thanks

Upvote 8

Read Answer Asked by alex on March 28, 2024

• International Flavors & Fragrances Inc. (IFF $69.48)
  • $69.48 Cap: $17.79B
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• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $86.35)
  • $86.35 P/E (TTM): 162.68X Cap: $25.52B
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• Alexandria Real Estate Equities Inc. (ARE $53.67)
  • $53.67 Cap: $9.27B
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• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
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• Rivian Automotive Inc. (RIVN $16.86)
  • $16.86 Cap: $20.66B
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Q: what would you you recommend as 5 top shorts?

Upvote 2

Read Answer Asked by Gary on March 20, 2024

• GE Aerospace (GE $298.45)
  • $298.45 P/E (TTM): 39.6X Cap: $316.48B
  • View GE Profile
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• Lockheed Martin Corporation (LMT $457.86)
  • $457.86 P/E (TTM): 25.29X Cap: $106.89B
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• Magellan Aerospace Corporation (MAL $16.51)
  • $16.51 P/E (TTM): 21.41X Cap: $942M
  • View MAL Profile
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  • View Reports on MAL
• Transdigm Group Incorporated (TDG $1,360.17)
  • $1,360.17 P/E (TTM): 42.24X Cap: $76.60B
  • View TDG Profile
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• Heico Corporation (HEI $316.91)
  • $316.91 P/E (TTM): 69.19X Cap: $44.11B
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Q: Hi 5i,

Looking for exposure to defense industry. MAL:CA has been a consideration. Would appreciate you thoughts on the stock moving forward and what other stocks you would consider for a long term 5+ year hold.

Thank you in advance.

Greg C.

Upvote 2

Read Answer Asked by GREGORY on February 26, 2024